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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
Episodes
Tuesday Jan 04, 2022
Tuesday Jan 04, 2022
Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now.
In this entertaining conversation, Scott discusses:
- Why knowing the product doesn’t mean you know the stock
- His thoughts on Kogan, Adore Beauty and Treasury Wine Estates
- How Warren Buffett continues to deliver for shareholders, and
- His best tips to avoid disappointment in 2022.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday Dec 14, 2021
Tuesday Dec 14, 2021
With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold?
Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including:
- The stock she’s dying to buy, if it falls 20%
- What she’s sold short, and now holds long
- Shares that just keep on delivering, and
- Signs to watch out for, if you’re thinking of selling.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday Nov 30, 2021
Tuesday Nov 30, 2021
Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?
Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on:
- Which stocks are really defensive when airports and toll roads are vulnerable
- Why bank credit quality matters in a low rate environment
- Where we find ourselves in the earnings cycle, and
- The high yielding stocks worth another look.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to.
With inflation rising and interest rates potentially heading the same way, Hugh discusses:
- Whether rising prices are really that big a deal
- Where to hide in an inflationary cycle
- The true opportunities outside big tech and the megacaps, and
- Why you can’t afford not to invest, even when the market looks fully valued.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out.
Platinum Investment’s Julian McCormack joins the podcast to discuss:
- Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy)
- Why a tech crackdown was inevitable, and what it means for investors
- How an ageing population will affect China’s economy
- Why Chinese markets attract ‘breathless reporting’, and
- Whether valuations are attractive relative to other developed markets.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over.
In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses:
- The macro trends underpinning market growth
- Why a correction could happen at any time, but won’t be cataclysmic
- How rising interest rates could affect share performance, and
- Why it pays to be optimistic.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021
Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls?
The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on:
- Where to keep your money when markets are risky
- How much cash you need to ensure you’re optimising your portfolio
- What sort of investments to hold when markets fall, and
- What to do if fear is keeping you up at night.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
- Sectors that offer relative value in the current environment
- How to look through the challenges of lockdowns and border closures to focus on business quality
- Where to find rich dividends, and
- What to avoid in building a long term portfolio.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday Aug 10, 2021
Tuesday Aug 10, 2021
With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money.
Nathan Bell of InvestSmart joins Your Wealth to discuss:
- The biggest mistake he’s made in investing
- How ethical choices make investing easier – and more profitable
- Where he’s looking for opportunity and value in this market, and
- Why what to buy is often easier than when to sell
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
- The threat of Covid’s new variants, and how science is responding
- Opportunities in global healthcare, and how they’ve been affected by the pandemic
- Which sectors are most undervalued, and
- Emerging technologies and their potential.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.